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AGVEX vs WGIFX
AGVEX vs WGIFX Comparison
Open Charts AGVEX vs WGIFX
American Funds Global Insight F-1
Price$23.51
Change-$0.32 (-1.34%)
VolumeN/A
Net Assets15.35B
American Funds Capital World Gr&Inc F2
Price$63.33
Change-$1.00 (-1.55%)
VolumeN/A
Net Assets122.35B
AGVEX vs WGIFX Comparison Chart
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AGVEX vs. WGIFX commentary
Mar 31, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AGVEX is a StrongBuy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 122B vs. AGVEX (15.3B). WGIFX pays higher dividends than AGVEX: WGIFX (1.81) vs AGVEX (0.79). AGVEX was incepted earlier than WGIFX: AGVEX (5 years) vs WGIFX (17 years). AGVEX (0.82) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. AGVEX (21.00). AGVEX (250) and WGIFX (250) have matching initial minimum investment requirements. AGVEX annual gain was more profitable for investors over the last year : 4.49 vs. WGIFX (-0.30). AGVEX return over 5 years is better than : 78.16 vs. WGIFX (66.06).
| AGVEX | WGIFX | AGVEX / WGIFX | |
| Total Expense Ratio | 0.82 | 0.52 | 158% |
| Annual Report Gross Expense Ratio | 0.82 | 0.52 | 158% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 0.858 | 0.172 | 500% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.3B | 122B | 13% |
| Annual Yield % from dividends | 0.79 | 1.81 | 44% |
| Returns for 1 year | 4.49 | -0.30 | -1,519% |
| Returns for 3 years | 16.55 | 11.20 | 148% |
| Returns for 5 years | 78.16 | 66.06 | 118% |
| Returns for 10 years | N/A | 43.18 | - |
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